Q: What is the threshold, in PS dollars and days, for a large project?

A: $150,000 or 104 days

Q: Who loads signed contract into SFDC?

A: Sales Engineer

Q: Who loads the SOW into SFDC? A: Sales Engineer

Q: During which meeting will project details and implementation

assumptions be passed from Sales to PS?

A: Hand-off Meeting

Q: After a contract has been signed, what is the first step to commissioning

the BMI environment and who is responsible for it?

A: Open Ticket with Ops for Site Setup; Project Owner

Q: The list of issues and risks should be started during which event?

A: Sales-PS Hand-off

Q: Key project strategies like project escalation paths, project stakeholder identification, and project roles are

located in which document?

A: Project Governance Document

Q: What object needs to be created in SFDC for anyone from the client that needs a Customer Support license?

A: Contact Object

Q: Who should be present on a PS Kickoff call?

A: BMI PS team, BMI CSM, client team, and original SE team

Q: Which three items should be completed during the Foundation phase

so that onsite sessions during the blueprint phase will go more smoothly?

A: Admin Orientation, User Orientation, Client Homework Assignments

Q: What are the two deliverables for the Blueprint Phase?

A: Detailed Design Document and project timeline

Q: When is it recommended that IT-oriented clients attend Admin Essentials

training?A: Beginning of Blueprint Phase.

Q: Besides the PS team, which team should be invited to the design sessions

with the client?A: SE team

Q: Changes in scope concerning Workflows, CRM/ERP integration, etc. should be cleared with which team?

A: SE team

Q: What should be considered when deciding between Advanced and Simple

rules in the the Blueprint phase?

A: Client admin technical level and familiarity with BMI administration

Q: Architecture review should be done with which team?

A: Dev and PM

Q: Who are typically present during Blueprint Complete Steering Meetings?

A: Project owner, SA, Director of PS, Client project team, etc.

Q: What is the final deliverable for the construct phase?

A: A fully constructed and unit tested BMI application

Q: What is done during a Development Kickoff in the Construct phase?

A: Review engineer skill sets, prepare Orientation Materials to get engineers aquatinted with project, hold Engineer

Orientation Meeting.

Q: What documents should PS engineers make sure they have before starting implementation work? Bonus:

What aspects of that particular deliverable should be clarified before

starting?

A: Use case and design spec. Clear use case, QA script, project dependencies

on other deliverables

Q: At least four items need to be addressed when making customization

notes. What are they?

A: What the customization is, where it is, why it was needed, and how it is to

be maintained.

Q: What is the default client training strategy? Exceptions must be approved

by whom?

A: Train the trainer. Exceptions go to Director of PS and SE team.

Q: What is the final deliverable of the inspect phase?

A: A fully constructed and User Accepted BMI application.

Q: Before User Acceptance can be started, what two key dependencies

must be completed?

A: System Hand Over and UAT Tracking Set Up

Q: Who is responsible for deciding the BMI rollout schedule?

A: The client

Q: An admin training guide is typically made up of what components?

A: Customization notes from engineers as well as further detail provided by SAs

and engineering leads.

Q: What should be included on Escalation Path Documents?

A: BMI and Client names and contact information as well as roles and responsibilities for those team

members.

Q: Which two feedback-gathering documents should be sent to the

customer after Go Live?

A: Customer Sat Survey, Customer Reference Letter

Q: What are the two live announcements that should be made?

A: All Hands announcement, and PPT slide for headquarters Administrative

Assistant.